Bartley Financial Advisors, LLC
Assets Under Management
$140.0M
Number of Clients
96
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$140.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bartley Financial Advisors provides personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. The firm is fee-only and does not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | N/A |
Fees for assets over $5,000,000 are quoted. Current client relationships exist where the fees are higher or lower than the fee schedule above. In addition, due to the size or complexity of a new client’s situation, the investment management fees charged can be higher than the schedule noted above. The fees charged would not exceed 2% per year.
Fee Estimator
The annual advisory agreement fee includes both financial planning and investment management fees, based on a percentage of investable assets. The minimum annual fee is $5,000 and is negotiable. Hourly planning services are available at $450/hour for Robert Bartley and from $125-$275/hour for other team members.
Areas of Practice
Location
169 South River Road, Suite 17, Bedford, NH, 03110
